Relationship Banker - East Greenwich, RI

Location: East Greenwich, RI, United States

Job Family: Relationship Bankers

About the Role

At JPMorgan Chase, we are committed to fostering a culture of excellence and innovation in financial services, and our Relationship Bankers play a pivotal role in delivering that promise. As a Relationship Banker in our East Greenwich, RI branch, you will serve as the face of Chase, building lasting connections with clients from diverse backgrounds while helping them achieve their financial goals. This position embodies our core values of hospitality and client care, where every interaction is an opportunity to provide personalized advice on banking products, from everyday checking accounts to sophisticated wealth management solutions. You will thrive in a dynamic environment that rewards proactive relationship-building and a deep understanding of the local East Greenwich community. Your day-to-day responsibilities will include greeting clients with warmth, conducting thorough financial needs assessments, and recommending tailored solutions such as Chase Sapphire credit cards, home lending options, or investment services through J.P. Morgan Private Bank. You will collaborate with branch colleagues to exceed sales targets, ensure seamless transaction processing, and uphold the highest standards of compliance with regulations like the Bank Secrecy Act. By leveraging Chase's cutting-edge digital tools, including mobile banking apps and online platforms, you will empower clients to manage their finances effortlessly, all while identifying opportunities to deepen relationships and drive long-term loyalty. We seek passionate individuals who are eager to grow within one of the world's leading financial institutions. In this role, you will receive ongoing training on JPMorgan Chase's proprietary systems and industry best practices, positioning you for advancement into senior banking or advisory positions. Join us in East Greenwich, RI, and contribute to a team that not only transforms lives through financial empowerment but also supports community initiatives that strengthen the local economy. If you are driven by client success and ready to embody Chase's legacy of trust and innovation, this is your opportunity to make a meaningful impact.

Key Responsibilities

• Build and maintain strong relationships with clients by understanding their financial needs and providing tailored banking solutions
• Deliver exceptional customer service in line with JPMorgan Chase's hospitality standards, ensuring every interaction exceeds expectations
• Assist clients with account openings, deposits, withdrawals, and transfers while promoting relevant products like mortgages and investment options
• Identify opportunities to deepen client relationships by cross-selling Chase credit cards, wealth management services, and digital banking tools
• Conduct needs-based assessments to recommend personalized financial advice and resolve complex inquiries
• Ensure compliance with all federal and state banking regulations, including anti-money laundering (AML) protocols
• Collaborate with branch teams to achieve sales targets and enhance the overall client experience
• Monitor client portfolios for potential risks and opportunities, referring to specialists as needed
• Participate in community outreach events to promote JPMorgan Chase's brand and services in East Greenwich, RI
• Maintain accurate records of client interactions and transactions using Chase's proprietary systems

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 2 years of experience in retail banking, customer service, or financial services
• Valid driver's license and ability to travel to local branches as needed
• Strong understanding of banking products including checking, savings, loans, and credit cards
• Ability to work flexible hours, including weekends and evenings
• Proficiency in Microsoft Office Suite and basic computer skills
• Compliance with all regulatory requirements, including FINRA and state banking laws

Preferred Qualifications

• Bachelor's degree in finance, economics, or a related discipline
• Previous experience in sales or relationship management within a financial institution
• Bilingual proficiency in English and Spanish or another local language
• Certification in financial planning or customer relationship management
• Experience with CRM systems like Salesforce or similar banking software

Required Skills

• Exceptional communication and interpersonal skills for client interactions
• Strong sales acumen to identify and capitalize on cross-selling opportunities
• Proficiency in financial analysis and needs assessment
• Knowledge of banking regulations and compliance standards
• Customer relationship management (CRM) expertise
• Digital literacy with online banking platforms and mobile apps
• Problem-solving abilities to handle complex client issues
• Time management and organizational skills for high-volume environments
• Team collaboration and leadership in branch settings
• Attention to detail in transaction processing and record-keeping
• Adaptability to evolving financial products and market trends
• Empathy and hospitality mindset aligned with Chase's client-first culture
• Basic proficiency in data entry and reporting tools
• Risk assessment skills for fraud detection and prevention
• Multitasking in a fast-paced retail banking environment

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with company matching contributions up to 6% of eligible pay
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JPMorgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Performance-based bonuses and incentives tied to client satisfaction and sales goals
• Access to Chase's employee assistance program for financial counseling and life events

JP Morgan Chase is an equal opportunity employer.